Christopher Kelley, financial advisor Minneapolis MN

Christopher Kelley

CRD Number: 5049750
Current Firm: Compass Capital Management Inc.

Christopher Kelley (CRD# 5049750) is an Investment Advisor Representative working at Compass Capital Management Inc. in Minneapolis, MN and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Compass Capital Management Minneapolis, MN Apr 2014 - Current 7
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston, MA Oct 2009 - Apr 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Christopher C. Kelley
Phone Number: 612-338-4051
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    1,733
    MILLIONS
  • Total Number of Accounts
    1,219
    ACCOUNTS
  • Average Account Value
    $1,421,864
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, IA, IL, MI, MN, ND, NH, NY, SD, TX, WI

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